Robert Bloxham

Robert Bloxham is an accomplished financial professional with extensive experience in financial planning and analysis at Helia, where responsibilities have included roles such as Financial Planning and Analysis Manager, Financial Projects Manager, Senior Financial Planning Analyst, Strategic Financial Analyst, and Risk Analyst since December 2012. Prior to this, Robert served as a Portfolio Manager at United Pacific Finance from January 2011 to September 2012, focusing on investment portfolio management and analysis. Educational qualifications include a CFA Program Level 3 certification from the CFA Institute (2017 - November 2021) and a Bachelor's degree in Applied Finance and Economics, as well as a Bachelor's degree in Economics and Applied Finance from Macquarie University (2009 - 2014).